We're looking for someone who is organized, analytical, detail-oriented, and enjoys working with clients and technology in a fast-paced environment.
WHAT YOU'LL DO
Manage Implementations: Build and implement retirement and workers' compensation services for new and existing clients within the iSolved platform.
Coordinate Timelines: Communicate implementation milestones and timelines with clients, Sales, and internal Operations teams.
Resolve Issues: Identify and resolve discrepancies between client information and retirement service providers throughout the implementation process.
Ensure Accuracy: Verify client and employee data to ensure accuracy and completeness before going live.
Manage Submissions: Ensure retirement plan submissions are completed accurately and within required deadlines.
Train Clients: Provide new client training and guidance to support a successful transition.
Collaborate: Partner with internal teams and external providers to keep implementations moving forward and deliver an exceptional client experience.
WHAT YOU'LL BRING
Knowledge or experience in retirement services and/or workers' compensation is preferred.
Previous customer service experience with strong phone communication skills.
Excellent written and verbal communication skills.
Strong analytical skills and exceptional attention to detail.
Experience working with web-based customer service tools and systems.
Proficiency in Microsoft Office, particularly Excel, Word, and Outlook.
Ability to multitask, prioritize, and meet deadlines in a fast-paced environment.
Strong organizational and time-management skills.
A team-oriented mindset with the ability to work independently and take ownership of responsibilities.
iSolved payroll platform experience is beneficial.
Payroll service bureau experience is beneficial.
Bachelor's degree preferred.
WHAT WE OFFER
Paid time off, including vacation, sick time, and holidays.
Medical, dental, and vision insurance.
401(k) retirement plan with company match.
Life Insurance Options
Hybrid work schedule (Pacific Time Zone).
Employee referral bonus program.
Quarterly team bonding events.
Opportunities for professional development and career growth.
READY TO GROW WITH US?
If you're someone who enjoys solving problems, working with technology, building relationships, and making an impact behind the scenes, we'd love to meet you!
Join a team where people come first, great ideas are encouraged, and your work makes a difference.
Come grow with Coastal Payroll!
Coastal Payroll Services, Inc. is an Equal Opportunity Employer, drug-free workplace, and complies with ADA regulations as applicable.
